Halcyon Wealth Management offers wealth management services, including financial planning and discretionary investment management. Investment strategies are tailored to client goals, risk tolerance, and time horizon. Halcyon also provides tax preparation services as part of the wealth management relationship. Clients are not obligated to implement any recommendations or maintain an ongoing relationship.
Assets Under Management$56M
Clients14
Advisors1
Avg. per Client$4M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.05% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...